Civic Intelligence

Naples Roundtable Inc.

990EZ • Fiscal year 2021 • EIN 47-5236637

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 07, 2022

Organization ProfileTHENAPLESROUNDTABLEINC.ORG
1626 Belle View Blvd 7215Alexandria, VA 22307

(202) 664-0926

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$230,663

Up $27,599 (+14%) from 2020

Net Assets

Up

$230,663

Up $27,599 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Down

$42,895

Down $49,705 (-54%) from 2020

Expenses

Down

$15,296

Down $68,411 (-82%) from 2020

Net Income

Up

$27,599

Up $18,706 (+210%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2016: $114,200Liabilities 2016: $100Net Assets 2016: $114,1002016Assets 2017: $134,045Liabilities 2017: $0Net Assets 2017: $134,0452017Assets 2018: $228,521Liabilities 2018: $02018Assets 2019: $194,171Liabilities 2019: $0Net Assets 2019: $194,1712019Assets 2020: $203,064Liabilities 2020: $0Net Assets 2020: $203,0642020Assets 2021: $230,663Liabilities 2021: $0Net Assets 2021: $230,6632021Assets 2022: $337,312Liabilities 2022: $0Net Assets 2022: $337,3122022Assets 2023: $381,474Liabilities 2023: $0Net Assets 2023: $381,4742023Assets 2024: $450,407Liabilities 2024: $0Net Assets 2024: $450,4072024

Highlighted filing

2021

Assets$230,663
Liabilities$0
Net Assets$230,663
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2016: $119,341Expenses 2016: $21,836Net Income 2016: $97,5052016Revenue 2017: $75,144Expenses 2017: $55,299Net Income 2017: $19,8452017Revenue 2018: $198,870Expenses 2018: $104,394Net Income 2018: $94,4762018Revenue 2019: $40,068Expenses 2019: $74,418Net Income 2019: -$34,3502019Revenue 2020: $92,600Expenses 2020: $83,707Net Income 2020: $8,8932020Revenue 2021: $42,895Expenses 2021: $15,296Net Income 2021: $27,5992021Revenue 2022: $132,871Expenses 2022: $26,222Net Income 2022: $106,6492022Revenue 2023: $176,419Expenses 2023: $132,257Net Income 2023: $44,1622023Revenue 2024: $189,328Expenses 2024: $120,395Net Income 2024: $68,9332024

Highlighted filing

2021

Revenue$42,895
Expenses$15,296
Net Income$27,599
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 7, 2022
Return Version
2021v4.2
Gross Receipts
$42,895
Mission and Program Overview

Mission

Identification and exposition of substantive and procedural issues of patent law and practice.

Educational corporation engaged in the advanced study of domestic and international intellectual property law and policy in fostering the exchange of ideas, viewpoints and scholarly papers among leading jurists and practitioners in intellectual property field, and in organizing conferences and other special events for selected invitees.

Program Services

DescriptionGrantsExpenses
IDENTIFICATION AND EXPOSITION OF SUBSTANTIVE AND PROCEDURAL ISSUES OF PATENT LAW AND PRACTICE AT THE FEDERAL CIRCUIT, SUPREME COURT AND PATENT TRIAL AND APPEAL BOARD.$0$15,296
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY HOFFMANPresidentPT$0--
ANDREW S BALUCHVice PresidentPT$0--
TERESA SUMMERSSecretary/TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Naples Roundtable Inc
EIN
47-5236637
Phone
2026640926
Address
1626 BELLE VIEW BLVD 7215, ALEXANDRIA, VA 22307

Signing Officer

Name
Teresa Summers
Title
Secretary/treasurer
Phone
2026640926
Signed
2022-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Dembo Jones Pc
Address
6116 EXECUTIVE BLVD SUITE 500, NORTH BETHESDA, MD 20852
Preparer
Walter C Pennington CPA
Phone
3017705100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: miscellaneous. Amount: 3,296.”

Raw XML Appendix145 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02026640926
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03296
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramServiceRevenueAmt042895
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IDENTIFICATION AND EXPOSITION OF SUBSTANTIVE AND PROCEDURAL ISSUES OF PATENT LAW AND PRACTICE AT THE FEDERAL CIRCUIT, SUPREME COURT AND PATENT TRIAL AND APPEAL BOARD.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040068
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 3,296.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,663
Liabilities
$0
Net assets
$230,663
Revenue
$42,895
Expenses
$15,296
Net income
$27,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$1.89$1.20$0.69
2023Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$1.76$1.32$0.44
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$1.33$0.26$1.07
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.43$0.15$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.93$0.84$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.40$0.74$0.34
2018Summary only. Only limited summary data is available for this year.$2.29$0.00$1.99$1.04$0.94
2017Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.75$0.55$0.20
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$1.19$0.22$0.98